Very happy with all our dealings with Stefanie. She makes us feel comfortable and ensures we understand what is going on.
Stefanie is super efficient - is totally reliable to follow up any queries we may have. She actions any follow up super quick. Stefanie is able to explain things in a clear and precise way. We have extreme confidence in her advice and would have no hesitation in recommending her to any person looking for an advisor.
Stefanie has provided us with advice in respect to our self managed super fund, taxation matters, investment of funds and shares. Stefanie was able to provide a clear and precise explanation with her knowledge. We feel very confident that her advice is suitable for our needs. Stefanie always provides advice in an understable and professional manner and her attention to detail is extremely good.
Stefanie has continued to provide ongoing SMF advice , which has always been well documented and presented, she has always attended to any issues in a prompt and efficient manner, I feel very confident with her knowledge to date has been right for my needs.
Stefanie is one of the team that manages our SM Pension Fund. She gives clear advice, answers any questions and explains complex super issues clearly. From our very positive experience, I am completely confident her advice and management are optimal for our circumstances. Her communication skills are excellent whether by phone or email. She has helped us get our records digitalised and get rid of the clutter of paper records that occupied shelves and cabinets. Highly recommended.
First Financial Pty LtdLevel 9, 90 Collins St
Melbourne, VIC 3000
- 9:00am – 5:00pm Monday – Friday
- Adviser status Silver
- Number of reviews 7
- First year providing advice 2016
- Years of experience 7
- Certified Financial Planner (CFP)
First Financial Pty Ltd